Fusion Family Wealth LLC Portfolio Holdings

Fusion Family Wealth LLC

  • $1.09 Billion
  • Q1 2025

Fusion Family Wealth LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.09 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $189M, Invesco Exchange Traded Fd Tr with a value of $156M, Vanguard Ftse Emerging Mkts Et with a value of $98.3M, Vanguard Ftse Developed Market with a value of $94.2M, and Vanguard Small Cap ETF with a value of $88M.

Examining the 13F form we can see an decrease of $5.02M in the current position value, from $1.09B to 1.09B.

Below you can find more details about Fusion Family Wealth LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.09 Billion
ETFs: $1.08 Billion
Technology: $1.41 Million
Financial Services: $1.21 Million
Communication Services: $851,000
Industrials: $380,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 44
  • Current Value $1.09 Billion
  • Prior Value $1.09 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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